SEI Investments’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
3,222,494
+73,738
| +2% | +$2.52M | 0.13% | 161 |
|
|
2025
Q1 | $97.2M | Sell |
3,148,756
-137,863
| -4% | -$4.25M | 0.13% | 167 |
|
|
2024
Q4 | $104M | Buy |
3,286,619
+255,623
| +8% | +$8.08M | 0.13% | 152 |
|
|
2024
Q3 | $99.2M | Sell |
3,030,996
-47,861
| -2% | -$1.57M | 0.13% | 157 |
|
|
2024
Q2 | $81.4M | Buy |
3,078,857
+125,435
| +4% | +$3.32M | 0.12% | 175 |
|
|
2024
Q1 | $83.6M | Buy |
2,953,422
+421,289
| +17% | +$11.9M | 0.12% | 173 |
|
|
2023
Q4 | $64.8M | Buy |
2,532,133
+523,872
| +26% | +$13.4M | 0.1% | 199 |
|
|
2023
Q3 | $48.6M | Buy |
2,008,261
+28,629
| +1% | +$693K | 0.09% | 229 |
|
|
2023
Q2 | $58.2M | Buy |
1,979,632
+4,470
| +0.2% | +$131K | 0.1% | 196 |
|
|
2023
Q1 | $52.9M | Sell |
1,975,162
-11,602
| -0.6% | -$311K | 0.1% | 206 |
|
|
2022
Q4 | $61.8M | Buy |
1,986,764
+146,453
| +8% | +$4.56M | 0.14% | 141 |
|
|
2022
Q3 | $44.9M | Buy |
1,840,311
+56,493
| +3% | +$1.38M | 0.1% | 212 |
|
|
2022
Q2 | $44.8M | Buy |
1,783,818
+233,605
| +15% | +$5.87M | 0.1% | 213 |
|
|
2022
Q1 | $45.1M | Buy |
1,550,213
+138,678
| +10% | +$4.03M | 0.09% | 226 |
|
|
2021
Q4 | $37M | Buy |
1,411,535
+575,853
| +69% | +$15.1M | 0.07% | 294 |
|
|
2021
Q3 | $19.8M | Buy |
835,682
+224,726
| +37% | +$5.33M | 0.04% | 447 |
|
|
2021
Q2 | $15.6M | Buy |
610,956
+9,610
| +2% | +$245K | 0.03% | 513 |
|
|
2021
Q1 | $13.6M | Sell |
601,346
-4,549
| -0.8% | -$103K | 0.03% | 532 |
|
|
2020
Q4 | $10.9M | Sell |
605,895
-74,000
| -11% | -$1.33M | 0.03% | 594 |
|
|
2020
Q3 | $11.8M | Buy |
679,895
+123,330
| +22% | +$2.14M | 0.03% | 481 |
|
|
2020
Q2 | $11.6M | Buy |
556,565
+225,284
| +68% | +$4.68M | 0.04% | 479 |
|
|
2020
Q1 | $4.65M | Buy |
331,281
+178,177
| +116% | +$2.5M | 0.02% | 792 |
|
|
2019
Q4 | $2.56M | Buy |
153,104
+85,297
| +126% | +$1.43M | 0.01% | 1220 |
|
|
2019
Q3 | $1.11M | Buy |
67,807
+2,382
| +4% | +$39.1K | ﹤0.01% | 1562 |
|
|
2019
Q2 | $1.15M | Buy |
65,425
+20,035
| +44% | +$353K | ﹤0.01% | 1553 |
|
|
2019
Q1 | $875K | Sell |
45,390
-108,060
| -70% | -$2.08M | ﹤0.01% | 1638 |
|
|
2018
Q4 | $3.66M | Buy |
153,450
+260
| +0.2% | +$6.2K | 0.01% | 1051 |
|
|
2018
Q3 | $3.66M | Buy |
153,190
+15,203
| +11% | +$363K | 0.01% | 1023 |
|
|
2018
Q2 | $3.45M | Sell |
137,987
-12,254
| -8% | -$306K | 0.01% | 1099 |
|
|
2018
Q1 | $3.09M | Buy |
150,241
+14,127
| +10% | +$290K | 0.01% | 1037 |
|
|
2017
Q4 | $2.88M | Buy |
+136,114
| New | +$2.88M | 0.01% | 1140 |
|